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MPS Loria Financial Planners’s Factset FDS Stock Holding History

MPS Loria Financial Planners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-45
Closed -$13K – 268
2021
Q1 		$13K Hold
45
– – 0.01% 271
2020
Q4 		$15K Buy
+45
New +$14.9K 0.01% 260

Other funds holding FDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPS Loria Financial Planners's FDS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Factset (FDS) in Q2 2021, closing a stake of 45 shares — an estimated $13K sold.

MPS Loria Financial Planners first reported a position in FDS in Q4 2020 and held it in 2 quarters. The position peaked at $15K in Q4 2020. 594 funds tracked by Wall St. Rank hold FDS as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Factset position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 45 Factset shares in Q2 2021, an estimated $13K.
  • MPS Loria Financial Planners first reported a position in Factset in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Factset position peaked at $15K in Q4 2020.
  • 594 funds tracked by Wall St. Rank held Factset as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.